Use Giphy Bot for Automating sales report Template

Explore a no-code way to create fully-automated sales report workflow with Giphy bot

• To begin creating a new automated sales report workflow, go to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can add fillable fields to personalize it. Place fields where you need it in a document to make it easier for individuals to fill in.

  

• After you’ve uploaded or created sales report, the next stage is assigning this document along with its fields to individuals.

  

• Next, go to the Assign fields dropdown to indicate which document fields are intended for which recipients.

  

• Once done, click Continue at the bottom of the screen.

  

• The last stage of configuring an automated sales report workflow is setting up the no-code bots. To add a Giphy bot to the step, hover over the step you want to automate and select the Add bot to step option.

  

• At this stage, the list of available bots has limitations. Select All bots in the top left area to see the full list of the bots you can add to the step. Find the Giphy bot, click Install bot, and configure the bot configurations.

  

• Now that your automated sales report workflow is configured, you can:

  • check how it works by selecting Test
  • choose Finish later if you plan to go back to the workflow setup
  • click Publish to email your workflow